![]() |
![]() |
![]() |
Estate Planning Mathematics and How It Impacts Strategy Selection and Use
Watch Now! |
---|
This new webinar presented by Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will provide a timely discussion on the potential risks, tricks and traps for the unwary that can be present if planners do not “run the numbers.” The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies. Practitioners should not miss this program.
During this live webinar, Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will cover:
- The Power of Compounding
- Navigating the complex IRA and qualified retirement plan required minimum distribution rules
- The financial impact of grantor trust status
- Understanding the effect of annual gifting, Crummey powers, and valuation discounts
- Running the numbers on SCINs, Private Annuities and possible alternative wealth transfer techniques
- Working with the Probability of Exhaustion test in the context of Private Annuities
- Running the numbers on Grantor Retained Annuity Trusts, Installment Sales to IDGTs, SCGRATs, QPRTs, and Private Annuities
- How to “Zero-Out” a CLAT, and defer income tax using a Charitable Annuity
- A comparison of the various types of CRATs and CRUTs
- How to explain complex estate planning techniques to clients through explanation letters and Excel Charts/Spreadsheets, which will be made available to participants.
- And MUCH MORE!
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)
Alan S. Gassman is a lawyer practicing in Clearwater, Florida with the law firm of Gassman, Crotty & Denicolo, P.A. Alan has a Post-Master's Degree (LL.M.) in taxation from the University of Florida, and is a board-certified trust and estate lawyer. Alan will speak on Creative Planning Using IRC Sections 199A and 1202 at the 44th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on October 11th and 12th. The brochure on this year's Notre Dame Tax & Estate Planning Institute can be viewed at this link: 44th Annual Notre Dame Tax & Estate Planning Institute. Alan's email address is agassman@gassmanpa.com.
Brandon Ketron, J.D., LL.M., CPA, is an associate at the law firm of Gassman, Crotty & Denicolo, P.A. in Clearwater, Florida and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon attended Stetson University College of Law where he graduated cum laude, and received his LL.M. in Taxation from the University of Florida. He received his undergraduate degree at Roanoke College where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is also a licensed CPA in the States of Florida and Virginia.

Bob Keebler
March 3, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info

Paul Hood
March 4, 2021 1:00PM ET - 2:30PM ET ET
Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions
More Info

Eli Akhavan
March 05, 2021 1:00PM ET - 2:30PM ET
Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions
More Info
![]() |
![]() |
Michael Geeraerts Jim Magner
March 05, 2021 11:00AM ET - 12:30PM ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901
More Info

Linas Sudzius
March 11, 2021 3:00PM ET - 4:30PM ET
How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners
More Info

Paul Hood
March 11, 2021 1:00PM ET - 2:30PM ET
Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax
More Info

Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info

Paul Hood
March 18, 2021 1:00PM ET - 2:30PM ET ET
Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax
More Info
![]() |
![]() |
Michael Liebeskind Bryan Bloom
March 19, 2021 3:00PM ET - 4:30PM ET ET
Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021
More Info

Paul Hood
March 19, 2021 1:00PM ET - 2:30PM ET ET
Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet
More Info

Eric Green
March 25, 2021 1:00PM ET - 2:30PM ET ET
The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!
More Info

Paul Hood
March 25, 2021 1:00PM ET - 2:30PM ET ET
Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles
More Info

Mark Merric
March 26, 2021 3:00PM ET - 4:30PM ET ET
Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock
More Info

Steve Oshins
April 2, 2021 1:00PM ET - 2:30PM ET ET
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021
More Info
